摩根士丹利发布研报称，整体而言，预期中国平安(02318)第三季业绩稳健，尤其是新业务价值和除税 后经营溢利持续改善，以及净盈利因人寿业务高增长而表现强劲。该行予中国平安"增持"评级，目标价 70港元。 该行预计中国平安第三季除税后经营溢利同比升8.1%，在相同基准下，今年首九个月的增长率将升至 5%。另外，由于股票市场利好及较高配置，第三季净盈利同比增长或达31%，带动今年首九个月同比 增长6%。另外，大摩预期会有较高的FYP增长，而利润率亦会适度改善，令第三季的新业务价值增长 45%，今年首九个月增长将升至42%。 ...

Core Viewpoint - China Ping An's stock increased by 2.35% with a trading volume of 4.794 billion yuan and a market capitalization of 1,046.803 billion yuan [1] Group 1: Dividend and Shareholding - The dividend yields for China Ping An over the past three years were 5.15%, 6.03%, and 4.84% respectively [2] - Central Huijin Asset Management and China Securities Finance Corporation are among the top ten shareholders of the company [2] - As of June 30, 2025, China Ping An has distributed a total of 374.702 billion yuan in dividends since its A-share listing, with 117.338 billion yuan distributed in the last three years [7] Group 2: Business Overview - China Ping An Insurance (Group) Co., Ltd. was established on March 21, 1988, and listed on March 1, 2007, providing diversified financial services including insurance, banking, securities, and trust [6] - The revenue composition of the company includes life and health insurance (45.76%), property insurance (34.46%), banking (13.87%), asset management (5.27%), and financial empowerment (3.85%) [6] - The company is involved in several unicorn companies, including Lufax, Ping An Good Doctor, and others, with Lufax valued at 39.4 billion USD as of March 2019 [2] Group 3: Market Activity - The net inflow of main funds today was 523 million yuan, accounting for 0.13%, with the industry ranking at 1 out of 5 [3] - Over the past three days, the main funds have increased their positions in the stock, with a total net inflow of 628 million yuan [4] - The average trading cost of the stock is 51.94 yuan, with the current price fluctuating between resistance at 57.97 yuan and support at 57.69 yuan [5]

摩根士丹利发表研究报告，预计中国平安第三季除税后经营溢利按年升8.1%，在相同基准下，今年首 九个月的增长率将升至5%。另外，由于股票市场利好及较高配置，第三季净盈利按年增长或达31%， 带动今年首九个月按年增长6%。另外，大摩预期会有较高的FYP增长，而利润率亦会适度改善，令第 三季的新业务价值增长45%，今年首九个月增长将升至42%。 整体而言，该行预期中国平安第三季业绩稳健，尤其是新业务价值和除税后经营溢利持续改善，以及净 盈利因资产管理亏损减少和人寿业务高增长而表现强劲。该行予中国平安"增持"评级，目标价为70港 元。 ...

摩根士丹利发表研究报告，预计中国平安第三季除税后经营溢利按年升8.1%，在相同基准下，今年首 九个月的增长率将升至5%。另外，由于股票市场利好及较高配置，第三季净盈利按年增长或达31%， 带动今年首九个月按年增长6%。另外，大摩预期会有较高的FYP增长，而利润率亦会适度改善，令第 三季的新业务价值增长45%，今年首九个月增长将升至42%。整体而言，该行预期中国平安第三季业绩 稳健，尤其是新业务价值和除税后经营溢利持续改善，以及净盈利因资产管理亏损减少和人寿业务高增 长而表现强劲。该行予中国平安"增持"评级，目标价为70港元。 ...

Group 1 - The core event is the launch of the "Typhoon Disaster Prevention and Mitigation System and Guidelines" by China Ping An in collaboration with various organizations to enhance disaster resilience and public disaster response capabilities [2][4] - China Ping An has introduced the "Ping An Typhoon Risk Map" and "Ping An Typhoon Catastrophe Model," which are designed to provide comprehensive services covering the entire disaster management process from pre-disaster to post-disaster [2][3] - The "Ping An Typhoon Risk Map" consists of three digital maps that quantify typhoon risks based on historical data and advanced AI algorithms, offering precise risk assessments for underwriting decisions [2][3] Group 2 - The "Ping An Typhoon Catastrophe Model" utilizes historical data to estimate the probability and potential losses from typhoon disasters, aiding in catastrophe insurance pricing [3] - In the first half of 2025, the "Eagle Eye System" of Ping An Property & Casualty Insurance issued 42.6 billion warning messages, covering 64.02 million enterprises and individual clients [3] - Ping An is establishing five emergency material warehouses across key regions in China to ensure a 100% response rate to major disasters, providing essential supplies for disaster prevention, response, and recovery [3][4] Group 3 - The collaboration with 13 professional organizations aims to create a comprehensive knowledge system for disaster management, focusing on scientific understanding, monitoring, emergency response, and risk assurance [4] - The initiative includes a case study of the response to Typhoon "Mojia" in 2024, highlighting effective emergency command systems and urban resilience planning [4]

2025年10月10日，国家金融监督管理总局阿克苏监管分局发布批复称，《关于中国平安（601318）人寿 保险股份有限公司拜城支公司变更营业场所的请示》（平保寿新阿中支发〔2025〕19号）收悉。依据 《保险公司分支机构市场准入管理办法》的相关规定，经审核研究，现批复如下： 一、同意中国平安人寿保险股份有限公司拜城支公司营业场所变更为新疆阿克苏地区拜城县拜城镇幸福 社区水岸公馆小区北侧、资源路西侧沁和园小区13号楼1层109号。 二、请自批复之日起10日内持原《中华人民共和国保险许可证》到国家金融监督管理总局阿克苏监管分 局办理换证手续。 ...

Core Viewpoint - The event on October 13 marked the 36th International Day for Disaster Reduction, where China Ping An, in collaboration with various organizations, launched initiatives to enhance disaster resilience and public disaster response capabilities, including the release of the "Typhoon Disaster Prevention and Mitigation System and Guidelines" [1][4]. Group 1: New Tools and Models - Ping An Property & Casualty Insurance introduced the "Ping An Typhoon Risk Map" and "Ping An Typhoon Catastrophe Model," utilizing AI tools for scientific disaster prevention and control [2]. - The "Ping An Typhoon Risk Map" consists of three digital maps that quantify typhoon risks based on historical and observational data, achieving kilometer-level simulation accuracy [2]. - The "Ping An Typhoon Catastrophe Model" estimates the probability and potential losses from typhoon disasters, aiding in catastrophe insurance pricing [2]. Group 2: Emergency Resource Warehouses - Ping An is establishing five emergency resource warehouses across key regions in China, ensuring a 100% response rate to major disasters and covering the entire disaster management process [3]. - The warehouses will provide over 30 types of emergency supplies, including water barriers and pumps, to meet various disaster response needs [3]. - The warehouses are designed for rapid response, with next-day delivery capabilities during disasters [3]. Group 3: Collaborative Efforts and Knowledge Sharing - A collaborative effort led to the publication of a guidebook aimed at enhancing disaster resilience, using case studies from past typhoons to develop a comprehensive knowledge system [4]. - The guidebook offers practical risk assessment and reduction measures tailored for different environments, promoting actionable disaster preparedness [4]. - A strategic partnership was formed between Ping An and the Hainan Meteorological Bureau to enhance data sharing and collaborative development in the meteorological field [5]. Group 4: Community Engagement and Volunteerism - An emergency rescue team composed of volunteers from Ping An pledged to protect public safety through coordinated disaster response efforts [6]. - The event is part of Ping An's broader "Risk Reduction + Public Welfare" initiative, which aims to enhance community disaster preparedness and response capabilities [6]. - The company emphasizes that improving grassroots emergency capabilities is a systematic project, committing to leverage its strengths in insurance, technology, and services for public safety [6].

Core Viewpoint - The event on October 13 marked the 36th International Day for Disaster Reduction, where China Ping An, in collaboration with various organizations, launched initiatives to enhance disaster resilience and public disaster response capabilities, including the release of the "Typhoon Disaster Prevention and Mitigation System and Guidelines" [1][4] Group 1: New Tools and Models - Ping An Property & Casualty Insurance introduced the "Ping An Typhoon Risk Map" and "Ping An Typhoon Catastrophe Model," utilizing AI tools for scientific disaster prevention and control [2] - The "Ping An Typhoon Risk Map" consists of three digital maps that quantify typhoon risks based on historical and observational data, achieving kilometer-level simulation accuracy [2] - The "Ping An Typhoon Catastrophe Model" estimates the probability and potential losses from typhoon disasters, aiding in catastrophe insurance pricing [2] Group 2: Emergency Resource Warehouses - Ping An is establishing five emergency resource warehouses across key regions in China, providing comprehensive emergency material services and ensuring 100% response to major disasters [3] - The warehouses will stock over 30 types of emergency supplies, including water barriers and pumps, to meet various disaster response needs [3] - The logistics system allows for next-day delivery of emergency supplies during disasters, facilitating rapid response [3] Group 3: Collaborative Efforts and Knowledge Sharing - A joint publication titled "Typhoon Disaster Prevention and Mitigation System and Guidelines" was released to enhance disaster resilience, using case studies from past typhoons to develop a comprehensive knowledge system [4] - The publication offers practical risk assessment and reduction measures tailored to different environments, promoting actionable disaster preparedness [4] - The event featured discussions among experts and representatives on innovative practices for reducing typhoon disaster risks, emphasizing the collective responsibility of society in enhancing disaster response capabilities [5] Group 4: Community Engagement and Volunteerism - An emergency rescue team composed of volunteers from Ping An's Hainan branch pledged to protect public safety through coordinated disaster response efforts [6] - The event is part of Ping An's broader "Risk Reduction + Public Welfare" initiative, which aims to improve grassroots emergency management capabilities [6] - The company plans to continue leveraging its strengths in insurance, technology, and services to contribute to disaster risk reduction and community safety [6]

2025年10月13日，中国平安保险(集团)股份有限公司在优质运营、创新突破、社会贡献等指标中表现优 异，入围《经济观察报》2024—2025年度受尊敬企业。根据经观中国上市公司综合价值评估体系，总资 产、员工薪酬连续三年实现正增长。 ...

Core Viewpoint - The event on October 13 marked the 36th International Day for Disaster Reduction, where China Ping An, in collaboration with various organizations, launched initiatives to enhance disaster resilience and public disaster response capabilities, including the introduction of the "Ping An Typhoon Risk Map" and "Ping An Typhoon Catastrophe Model" [1][2]. Group 1: Disaster Risk Management Initiatives - Ping An Property & Casualty Insurance launched the "Ping An Typhoon Risk Map," which consists of three digital maps assessing typhoon wind, rain, and overall risk, utilizing advanced AI models for kilometer-level simulation accuracy [2]. - The "Ping An Typhoon Catastrophe Model" quantifies the probability and potential losses from typhoon events, aiding in catastrophe insurance pricing [2]. - The "Eagle Eye System" issued 25.9 million disaster warnings and 4.26 billion alerts, covering 64.02 million clients, with an international version, EagleX, introduced for global risk management [2]. Group 2: Emergency Resource Warehouses - Ping An is establishing five emergency resource warehouses across key regions in China, ensuring 100% response to major disasters and providing a full-service loop from pre-disaster to post-disaster [3]. - The warehouses will stock over 30 types of emergency supplies, including water barriers and pumps, to meet various disaster response needs [3]. - The warehouses are designed for rapid response, with next-day delivery capabilities during emergencies [3]. Group 3: Educational and Collaborative Efforts - A collaborative publication titled "Typhoon Disaster Prevention and Mitigation System and Guidelines" was released, aimed at enhancing disaster resilience through a comprehensive knowledge system [4]. - The publication includes practical risk assessment measures for various settings, promoting actionable disaster preparedness [4]. - A strategic partnership was formed between Ping An and the Hainan Meteorological Bureau to enhance data sharing and collaborative development in the meteorological field [5]. Group 4: Community Engagement and Volunteerism - An emergency rescue team composed of volunteers from Ping An pledged to protect public safety through coordinated disaster response efforts [6]. - The event is part of Ping An's broader "Risk Reduction + Public Welfare" initiative, which aims to improve grassroots emergency management capabilities [6]. - The company emphasizes the importance of systematic approaches to disaster preparedness and response, leveraging its strengths in insurance, technology, and service [6].